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CCO · Global Retirement Partners LLC

Cosmo C. Gould

CRD 5033874 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Global Retirement Partners LLC, an SEC-registered asset manager based in SAN Rafael, CA with $169.6 billion in regulatory assets, lists Cosmo C. Gould on its Form ADV as CCO, a control person. The SEC filings also name Cosmo at 1 other registered adviser.

Firms and roles

AtlasMembers

Cosmo’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Cosmo’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.